See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH11+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $2,300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,055 | $140,800-37.5% | $89,340-1.4% | $79,634+10.6% |
| Participation rate | 92.6% | 61.9%+30.6pp | 69.6%+23.0pp | 62.5%+30.1pp |
| Annual return | 12.85% | 17.84%-5.0pp | 20.57%-7.7pp | 36.46%-23.6pp |
| Employer contribution / active EE | $1,289 | $2,021-36.2% | $2,231-42.2% | $2,529-49.0% |
| Participant deferral / active EE | $4,771 | $3,219+48.2% | $3,823+24.8% | $3,835+24.4% |
| Admin fee / account holder | $4 | $1,610-99.8% | $6,704-99.9% | $1,002-99.6% |